ℹ️ Current market conditions:


🔹 Asian markets opened strong on an AI‑hardware wave, with China’s CXMT exploding 466% on debut and lifting regional semis 🔥
🔹 Hong Kong lagged as its June trade deficit widened despite booming AI‑electronics exports.
🔹 In the US, futures were flat ahead of a huge week: Mag‑7 earnings, key inflation/GDP data, and the Fed’s Wednesday decision.
🔹 Sentiment stays cautiously optimistic, driven by massive chip demand and nearly $950B in new Samsung/SK semiconductor deals.
🔹 Semis and EV‑battery names outperformed globally, while China’s Trip. com slid after a major antitrust fine.
🔹 Big catalysts ahead: MSFT, META, AAPL, AMZN earnings, US PCE/GDP prints, and CATL’s shareholder vote on a large bond issue + buyback.
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